Gsk Share Discussion Threads

[anhar] 01/12/2023 11:55

Very short term moves are nearly all random, meaning as you say that there is no reason, but the long term decline is due to the company's long term poor performance.

[abdullla] 01/12/2023 11:14

What rubbish performance share price lost 20p for no reason atall.

[tradermichael] 30/11/2023 16:50

I've been sensing that for 21 years .....

[beergut] 30/11/2023 11:52

GSK up 24c in the after hours US market. I am sensing sentiment may be changing here at £14 is acting as support.

[beergut] 30/11/2023 11:19

I thought as much and thanks

[alphorn] 30/11/2023 10:42

That is a lot of LTIPs!

[patientcapital] 30/11/2023 10:27

"The notification relates to the transfer at market value of 20.0 million treasury shares held by GSK plc to GSK plc's UK Employee Share Ownership Trust required to meet the expected requirement arising from awards made under GSK plc's Long Term Incentive Plan until 2026 vestings."

[beergut] 30/11/2023 08:38

Who is the new shareholder as it looks like GSK, but I'm look at my phone screen

[tradermichael] 29/11/2023 08:37

You'd think so. However, it didn't seem to benefit the GSK price when the pound dropped from 1.27 to 1.23 ..... ;0)

[beergut] 29/11/2023 07:50

I assume GSK will be negatively effected by $ weakness. Like all companies with $ income. Any thoughts

[tradermichael] 27/11/2023 08:41

GSK has disclosed encouraging results from its phase III DREAMM-7 trial, revealing that Blenrep (belantamab mafodotin) has shown effectiveness as a second-line treatment for relapsed or refractory multiple myeloma.

[alibizzle] 23/11/2023 16:31

Hopefully can back to £15-16 in January 2024. It's underperformed for way too long . Still think haleon will be subject to a takeover in 2024 so my considerable GSK shares losses can perhaps be mitigated with share price jump from there . Basically clutching at straws

[tradermichael] 23/11/2023 12:03

A large number of new entities at Phase III trials. Many are destined to be first/best 'in class'. This will eventually be recognised by the 'market'.

[beergut] 22/11/2023 10:14

If only they could stop inventing new drugs. It drives the price down every time.

[tradermichael] 22/11/2023 08:02

GSK3437949 Malaria next generation (fractional dose)?

[giltedge1] 21/11/2023 16:07

Word on the street have a game changing malaria vacine in final trails.

[blackhorse23] 17/11/2023 10:28

Money moving to APH

[panache1] 16/11/2023 11:43

From now ?

[panache1] 16/11/2023 09:09

Is this as low as it's going today ex div ? That would be good

[rikky72] 15/11/2023 19:11

So I've held since 2001 and I can honestly only think of the following when sentiment was good:- 2001 - Advair launch - 2006 - some excitement about some new respiratory drugs - 2012/13 - excitement about the 'big 6' in the pipeline (mixture of respiratory, HIV and CVS drugs)- 2017 - new CEO bounce? :)- 2019/20 - Run of good results and pipeline looking better - 2022 - Riding high until demerger and double whammy of lower divi and Zantac litigation Obviously this is from memory and not perfect but I would say in that 23 year timeline I've been following it that sentiment has been poor at least two thirds of that time..

[anhar] 15/11/2023 12:02

For most of its existence, sentiment towards GSK has been very poor. Doesn’t look like that’s changing anytime soon. Definitely frustrating though.

I've held since dinosaurs roamed and your comment is accurate though I wouldnt say the poor sentiment has been "for most of its existence". Hard to see now but long ago there was a time whn the share was quite highly regarded as shown by a yield of only about 2%.

However the poor sentiment of more recent years is not baseless. For some time the company has delivered poor financial results, not helped by increasingly monstrous debt. So even an upturn in its fortunes will take a while to impress cynical institutional investors who I think have long held, and rightly, a less than optimistic opinion of the company.

The best thing imo they have done recently is the HLN demerger and I continue to hold my allocation. I'm primarily an income investor but if I look at the capital performance over the decades, it's only because HLN is showing a profit that my combined holding is showing a tiny profit over the original cost of old GSK after all these years, as new GSK is showing a loss over the demerger adjusted price.

As for income, which is my reason for holding equities at all, that has also been trashed following the demerger.

I'm guessing that sooner or later this crock GSK will probably be turned round, something that management has singularly failed to do for many years. Not sure I'll live that long though...

[abdullla] 15/11/2023 09:37

GSK share price going against the rise in the Ftse,getting ready for the double drop tomorrow due to X-div

[montyhedge] 14/11/2023 18:41

You can't argue with facts GSK shareprice below what it was 30 years ever since they merged with Smith Kline Beecham.

[rikky72] 14/11/2023 16:21

For most of its existence, sentiment towards GSK has been very poor. Doesn't look like that's changing anytime soon. Definitely frustrating though.

[spoole5] 14/11/2023 16:04

Never seen a share react so badly to good news